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2,114 hedge funds and large institutions have $80.3B invested in Boeing in 2021 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 897 increasing their positions, 732 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 113

43% more funds holding in top 10

Funds holding in top 10: 4463 (+19)

23% more repeat investments, than reductions

Existing positions increased: 897 | Existing positions reduced: 732

20% more capital invested

Capital invested by funds: $66.9B → $80.3B (+$13.3B)

18% more call options, than puts

Call options by funds: $11.9B | Put options by funds: $10.1B

4% more funds holding

Funds holding: 2,0382,114 (+76)

1.24% less ownership

Funds ownership: 55.35%54.11% (-1.2%)

Holders
2,114
Holders Change
+76
Holders Change %
+3.73%
% of All Funds
37.12%
Holding in Top 10
63
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+43.18%
% of All Funds
1.11%
New
209
Increased
897
Reduced
732
Closed
113
Calls
$11.9B
Puts
$10.1B
Net Calls
+$1.81B
Net Calls Change
+$1.76B
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
1001
West Coast Financial
California
$1.19M -$3.49M -15,680 -77%
ANB
1002
Amarillo National Bank
Texas
$1.19M
SDWIA
1003
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.19M +$5.56K +25 +0.5%
AA
1004
Ancora Advisors
Ohio
$1.19M +$102K +460 +11%
AC
1005
Asio Capital
Kentucky
$1.18M +$1.03M +4,642 New
OSNBOA
1006
Old Second National Bank of Aurora
Illinois
$1.18M +$11.1K +50 +1%
LA
1007
LexAurum Advisors
Kansas
$1.18M -$115K -517 -10%
AHC
1008
Adell Harriman & Carpenter
Texas
$1.18M -$31.8K -143 -3%
EF
1009
Empirical Finance
Pennsylvania
$1.18M
BFA
1010
Bragg Financial Advisors
North Carolina
$1.17M -$30.7K -138 -3%
NFC
1011
Northeast Financial Consultants
Connecticut
$1.17M
SWA
1012
SFMG Wealth Advisors
Texas
$1.17M +$177K +795 +21%
CRC
1013
Curi RMB Capital
Illinois
$1.17M -$50.2K -226 -5%
MHIC
1014
Marble Harbor Investment Counsel
Massachusetts
$1.16M
PAM
1015
Peak Asset Management
Colorado
$1.16M +$43.3K +195 +4%
MTIM
1016
Marathon Trading Investment Management
Pennsylvania
$1.16M -$778K -3,500 -43%
EAM
1017
Evanson Asset Management
California
$1.16M +$177K +796 +21%
CHA
1018
Carmichael Hill & Associates
Maryland
$1.15M +$25.6K +115 +3%
CST
1019
Charles Schwab Trust
Nevada
$1.15M -$10K -45 -1%
MWM
1020
Mattern Wealth Management
Kansas
$1.15M +$212K +955 +27%
SIC
1021
SFE Investment Counsel
California
$1.15M +$124K +560 +14%
CCM
1022
Compton Capital Management
Rhode Island
$1.14M -$11.1K -50 -1%
VNA
1023
Valley National Advisers
Pennsylvania
$1.14M +$234K +1,052 +31%
MFA
1024
Mayflower Financial Advisors
Massachusetts
$1.14M +$185K +831 +23%
RWM
1025
Ritholtz Wealth Management
New York
$1.14M +$51.6K +232 +5%

BA Hedge Fund Activity: Q1 2021 in Review

2,114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2021, worth a combined $80.3B — up 20% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new BA positions and 113 closed out — a net gain of 96 holders — while 897 added to existing stakes and 732 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Newport Trust Company, cutting an estimated $757M.

  • 2,114 institutional investors held Boeing (BA) as of Q1 2021, up from 2,038 in Q4 2020.
  • Funds reported $80.3B of Boeing stock for Q1 2021, up 20% quarter-over-quarter.
  • 209 funds opened new Boeing positions in Q1 2021 and 113 closed out, a net change of +96 holders.
  • The largest Boeing buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Boeing seller in Q1 2021 was Newport Trust Company, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2021.